RYREX : Rydex Real Estate Fund Class A

RYREX is a Alternatives Market Real Estate with HIGH fees.


Rydex Real Estate Fund Class A

FI Score

6 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

0 /10

Market Size

0 /10

  • ryrex
  • Mutual Fund
  • Alternatives
  • Real Estate

Rydex Real Estate Fund Class A

Expenses: 1.72% (Better than 0% of similar funds)

This is a bad choice for a Real Estate Alternatives fund. See why ยป

Fund Summary

The investment seeks capital appreciation. Under normal circumstances, the fund invests substantially all (at least 80%) of its net assets in equity securities of Real Estate Companies that are traded in the United States and in derivatives, which primarily consist of futures contracts and options on securities, futures contracts, and stock indices. It may invest to a significant extent in the securities of Real Estate Companies that have small to mid-sized capitalizations. The fund also may purchase American Depositary Receipts ("ADRs") to gain exposure to foreign Real Estate Companies and U.S. government securities.

Largest Holdings

Amount Holding
3.48% American Tower Corp
2.93% Prologis Inc
2.85% Crown Castle International Corp
2.62% Equinix Inc
2.20% Digital Realty Trust Inc
2.01% Public Storage
1.91% SBA Communications Corp
1.79% Simon Property Group Inc
1.77% Welltower Inc
1.75% Equity Residential
1.72% AvalonBay Communities Inc
1.62% Realty Income Corp
1.61% Alexandria Real Estate Equities Inc
1.52% Weyerhaeuser Co
1.42% Boston Properties Inc
1.41% Essex Property Trust Inc
1.38% CBRE Group Inc Class A
1.33% Healthpeak Properties Inc
1.31% Mid-America Apartment Communities Inc
1.31% Invitation Homes Inc
1.31% Ventas Inc
1.29% Sun Communities Inc
1.28% Duke Realty Corp
1.27% W.P. Carey Inc
1.20% Extra Space Storage Inc

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